Top Financial Advisors in Portland, Maine
Finding the right financial advisor in Portland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Portland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Portland, ME.
Find the Best Financial Advisor Firms in Portland:
H. M. PAYSON & CO.
CRD#: 2993
Address: One Portland Square 5th Floor, Portland, ME, 04101
Clients: 2,848
In Business for: 39 Years
Average Clients per Advisor: 101
AUM: $ 6.2B
Disclosures: 1
R M DAVIS INC
CRD#: 105448
Address: 24 City Center, Portland, ME 04101-4069
Clients: 1,333
Average Clients per Advisor: 63
AUM: $ 5.8B
VIGILANT CAPITAL MANAGEMENT, LLC
CRD#: 119642
Address: One Monument Square Suite 601, Portland, ME 04101
Clients: 81
Average Clients per Advisor: 4
AUM: $ 2.2B
HEADINVEST
CRD#: 140518
Address: 7 Custom House St 4th Floor, Portland, ME 04101-4194
Clients: 134
Average Clients per Advisor: 16
AUM: $ 830M
OLD PORT ADVISORS, INC
CRD#: 108228
Address: 130 Middle Street 2nd Floor, Portland, ME 04101
Clients: 698
Average Clients per Advisor: 77
AUM: $ 651M
GREAT DIAMOND PARTNERS, LLC
CRD#: 299598
Address: 22 Monument Square Suite 300, Portland, ME 04101
Clients: 185
Average Clients per Advisor: 46
AUM: $ 541M
How We Chose the Top Financial Advisors in Portland, Maine
To create this list of top financial advisor firms in Portland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Portland has to offer.
Search Financial Advisors in Portland, Maine
Zachary Farley Longley
Registered Affiliation(s):LPL FINANCIAL LLC
Stephen Jon Larrabee
Registered Affiliation(s):LPL FINANCIAL LLC
Reid Vaile Smith
Registered Affiliation(s):R M DAVIS INC
Nikki L Theriault
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Christine M Balfour
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Gail M Leger
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Barbara Brink Sweezy
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Carl Bruce Holmquist
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Riley A Haddock
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephen Barry Thompson
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Kristina Lee Grant
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
William Michael Lafavor
Registered Affiliation(s):CU INVESTMENT SOLUTIONS LLC
Travis G. Miller
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Edward Christian Mathews III
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Sheila Sosnowy Menair
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Chad M. Liston
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Vance M. Johnson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sandra Ann Bailey
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Stephen Daniel Poulos
Registered Affiliation(s):HEADINVEST
Susan Swett Welsch
Registered Affiliation(s):GREAT DIAMOND PARTNERS, LLC
Christopher Helm Lyford
Registered Affiliation(s):VIGILANT CAPITAL MANAGEMENT, LLC
Chadwick August Weber
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kristoffer Adam Noble
Registered Affiliation(s):MORGAN STANLEY
Catherine L. L Smith
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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